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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
1,754
Value
$861.0K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of BRK.B by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,754$861.0K0.2%−134−7.1%ReducedHolders
Q1 20261,888$897.5K0.3%−58−3.0%ReducedHolders
Q4 20251,946$958.6K0.3%−154−7.3%ReducedHolders
Q3 20252,100$1.05M0.3%+58+2.8%AddedHolders
Q2 20252,042$977.8K0.4%00.0%UnchangedHolders
Q1 20252,042$1.07M0.5%−38−1.8%ReducedHolders
Q4 20242,080$935.9K0.4%−52−2.4%ReducedHolders
Q3 20242,132$967.4K0.4%−47−2.2%ReducedHolders
Q2 20242,179$894.5K0.4%+791+57.0%AddedHolders
Q1 20241,388$567.8K0.2%+233+20.2%AddedHolders
Q4 20231,155$420.1K0.2%+1,155NewHolders
Q3 20230$00.0%−826−100.0%Sold outHolders
Q2 2023826$281.8K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022820$254.1K0.1%00.0%UnchangedHolders
Q3 2022820$219.0K0.1%00.0%UnchangedHolders
Q2 2022820$224.0K0.1%+271+49.4%AddedHolders
Q1 2022549$194.0K0.1%+250+83.6%AddedHolders
Q4 2021299$89.0K<0.1%00.0%UnchangedHolders
Q3 2021299$82.0K<0.1%+125+71.8%AddedHolders
Q2 2021174$48.0K<0.1%−200−53.5%ReducedHolders
Q1 2021374$96.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.